Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment

April 25, 2025 · #Battery (Sodium-Ion) #Semiconductor Equipment #Semiconductor Materials & Components #Telecom Equipment #Shipbuilding #Nuclear #Shipbuilding Equipment #Autonomous Driving

8 strong themes — 3 running · 4 recurred · 1 new. Top: Battery (Sodium-Ion) +12.0%.

Strong themes8 Top change+12.0% LeaderZaigle

Average change by strong theme

Average change of member stocks, by theme · descending
Battery (Sodium-Ion)
+12.0%
Semiconductor Equipment
+8.8%
Semiconductor Materials & Components
+8.3%
Telecom Equipment
+6.8%
Shipbuilding
+5.3%
Nuclear
+5.0%
Shipbuilding Equipment
+4.8%
Autonomous Driving
+4.8%

Theme leaders · recent trend

The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
ThemeLeaderChangeTrend
Battery (Sodium-Ion)Zaigle+30.00%
Semiconductor EquipmentYest+24.48%
Semiconductor Materials & ComponentsMicro2nano+29.91%
Telecom EquipmentFino+20.68%
ShipbuildingHanwha Ocean+11.12%
NuclearKorea Electronic Power Industrial Development+7.60%
Shipbuilding EquipmentSamyoung M-tek C0+10.67%
Autonomous DrivingQualitas Semiconductor+10.64%

On Apr 25, Battery (Sodium-Ion) led the strong themes as a new entry, with an average change of 12.0%. All 9 stocks in the theme closed higher.

Zaigle led that group with a 30.0% gain. Naintech rose 10.54%, with news pointing to its stake in a sodium-ion battery company.

Chip names returned after a 2-day gap: Semiconductor Equipment averaged 8.76% and Semiconductor Materials & Components 8.31%. Every stock in both themes rose.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Battery (Sodium-Ion)new+12.0%9/9Zaigle
2Semiconductor Equipmentrecurred after 2 days+8.8%10/10Yest
3Semiconductor Materials & Componentsrecurred after 2 days+8.3%10/10Micro2nano
4Telecom Equipment2 days running+6.8%8/8Fino
5Shipbuilding2 days running+5.3%6/6Hanwha Ocean
6Nuclearrecurred after 7 days+5.0%10/10Korea Electronic Power Industrial Development
7Shipbuilding Equipment2 days running+4.8%10/10Samyoung M-tek C0
8Autonomous Drivingrecurred after 100 days+4.8%10/10Qualitas Semiconductor

Theme by Theme

1. Battery (Sodium-Ion) (new)

StockChangeCloseLeader
Zaigle 234920+30.0%4,225★
Aekyung Chemical 161000+30.0%10,360
Megatouch 446540+20.3%4,415
W-scope Chungju Plant 393890+11.9%8,580
Naintech 267320+10.5%3,670
Ecopro BM 247540+2.7%103,500
Ecopro 086520+1.8%51,000
LG Energy Solution 373220+0.6%343,500
Samsung SDI 006400+0.2%185,100

Related news

2. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Yest 122640+24.5%16,730★
LEENO Industrial 058470+11.3%38,400
Withtech 348350+8.4%8,610
VM 089970+7.8%12,720
Neosem 253590+7.6%10,370
Hanwha Vision 489790+6.2%56,200
Auros Technology 322310+6.2%21,450
UniTest 086390+5.5%10,400
Wonik Holdings 030530+5.3%4,530
JNB 452160+4.7%5,200

3. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Micro2nano 424980+29.9%8,730★
Megatouch 446540+20.3%4,415
Doosan 000150+5.8%308,500
Tiger Elec 219130+5.7%14,600
3S Korea 060310+4.6%2,490
OKins Electronics 080580+4.6%5,220
Temc CNS 241790+3.5%5,650
Ycchem 112290+3.0%22,500
ISC 095340+2.9%52,900
Foosung 093370+2.8%4,480

4. Telecom Equipment (2 days running)

StockChangeCloseLeader
Fino 033790+20.7%6,360★
Wooriro 046970+10.3%1,558
Davolink 340360+7.5%1,984
Telcon RF Pharmaceutical 200230+6.2%4,420
HanWool Materials Science 091440+2.9%3,170
CS 065770+2.4%1,728
OE Solutions 138080+2.3%8,950
RF Materials 327260+2.1%5,450

5. Shipbuilding (2 days running)

StockChangeCloseLeader
Hanwha Ocean 042660+11.1%89,900★
HD Hyundai Heavy Industries 329180+7.2%403,000
HD Korea Shipbuilding & Offshore Engineering 009540+6.4%265,500
HJ Shipbuilding & Construction 097230+3.2%7,980
HD Hyundai Mipo 010620+3.1%163,500
Samsung Heavy Industries 010140+0.9%14,720

6. Nuclear (recurred after 7 days)

StockChangeCloseLeader
Samyoung M-tek C0 054540+10.7%5,810
Korea Electronic Power Industrial Development 130660+7.6%11,610★
LS ELECTRIC 010120+7.2%192,300
Hyosung Heavy Industries 298040+4.8%459,500
S&W 103230+4.2%3,845
Doosan Enerbility 034020+3.7%27,900
WOOJIN Ntec 457550+3.6%18,970
Woojin 105840+3.3%7,850
Daewoo Engineering & Construction 047040+2.4%3,375
Seojeon Electric Machinery 189860+2.0%4,390

Related news

7. Shipbuilding Equipment (2 days running)

StockChangeCloseLeader
Samyoung M-tek C0 054540+10.7%5,810★
HD-Hyundai Marine Engine 071970+5.9%36,750
Daechang Solution 096350+4.8%372
Cape Industries 064820+4.8%6,800
Daeyang Electric 108380+4.6%19,350
STX Engine 077970+4.4%23,600
S&W 103230+4.2%3,845
KSP 073010+3.3%4,365
Oriental Precision & Engineering 014940+2.8%5,610
Hanwha Engine 082740+2.5%27,150

8. Autonomous Driving (recurred after 100 days)

StockChangeCloseLeader
Qualitas Semiconductor 432720+10.6%15,490★
iA 038880+6.5%229
Edge Foundry 105550+5.7%4,065
Optrontec 082210+4.4%1,771
Smart Radar System 424960+4.1%9,850
ThinkwareSystems 084730+3.8%9,860
SK hynix 000660+3.4%184,400
Ranix 317120+3.1%2,475
PonyLink 064800+3.0%1,029
Telechips 054450+2.7%14,000

Closing Thoughts

Telecom Equipment, Shipbuilding and Shipbuilding Equipment each logged a second straight day, led by Fino at 20.68% and Hanwha Ocean at 11.12%. Whether that run extends is the next marker.

Nuclear returned after a 7-day gap, with news on a possible Czech nuclear plant deal. Autonomous Driving reappeared after a 100-day gap, and both themes had all 10 stocks higher.